Nuveen Mortgage and Income Fund
42 hedge funds and large institutions have $135M invested in Nuveen Mortgage and Income Fund in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.
0.52% more ownership
Funds ownership: 34.85% → 35.37% (+0.52%)
0% more capital invested
Capital invested by funds: $135M → $135M (+$365K)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$9.19M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.67M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$2.45M |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$1.27M |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$8.51M |
| 2 |
PAM
PT Asset Management
Chicago,
Illinois
|
-$2.41M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$2.29M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$920K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$872K |
JLS Hedge Fund Activity: Q3 2015 in Review
42 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q3 2015, worth a combined $135M — up 0.27% from $135M a quarter earlier.
Fund positioning in JLS was balanced in Q3 2015: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 15 trimmed.
The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $9.19M. The largest seller was Saba Capital Management, cutting an estimated $8.51M.
- 42 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $135M of Nuveen Mortgage and Income Fund stock for Q3 2015, up 0.27% quarter-over-quarter.
- 6 funds opened new Nuveen Mortgage and Income Fund positions in Q3 2015 and 6 closed out, a net change of 0 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q3 2015 was Relative Value Partners Group, an estimated $9.19M added.
- The largest Nuveen Mortgage and Income Fund seller in Q3 2015 was Saba Capital Management, an estimated $8.51M sold.
Based on aggregated 13F filings for Q3 2015.